Q1 EPS Estimates for South Bow Cut by US Capital Advisors

South Bow Corporation (NYSE:SOBO) – Research analysts at US Capital Advisors decreased their Q1 2026 EPS estimates for shares of South Bow in a research note issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now expects that the company will post earnings of $0.38 per share for the quarter, down from their prior estimate of $0.41. The consensus estimate for South Bow’s current full-year earnings is $1.74 per share. US Capital Advisors also issued estimates for South Bow’s Q2 2026 earnings at $0.40 EPS, Q3 2026 earnings at $0.41 EPS, Q4 2026 earnings at $0.43 EPS, FY2026 earnings at $1.62 EPS, Q1 2027 earnings at $0.45 EPS, Q2 2027 earnings at $0.46 EPS and FY2028 earnings at $1.98 EPS.

South Bow (NYSE:SOBO) last issued its quarterly earnings results on Thursday, March 5th. The company reported $0.61 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.40 by $0.21. South Bow had a return on equity of 15.55% and a net margin of 21.80%.The business had revenue of $503.00 million during the quarter, compared to analyst estimates of $500.57 million. During the same quarter in the prior year, the business posted $0.54 EPS. South Bow’s revenue for the quarter was up 3.1% compared to the same quarter last year.

Several other analysts also recently issued reports on SOBO. Morgan Stanley reissued an “underweight” rating on shares of South Bow in a research note on Tuesday, December 2nd. National Bank Financial upped their price target on South Bow from $29.00 to $30.00 and gave the stock a “sector perform” rating in a research note on Monday, March 16th. Barclays increased their price objective on shares of South Bow from $27.00 to $33.00 and gave the company an “equal weight” rating in a report on Monday, March 9th. UBS Group assumed coverage on shares of South Bow in a research report on Thursday, December 11th. They set a “neutral” rating on the stock. Finally, Jefferies Financial Group raised shares of South Bow from a “hold” rating to a “buy” rating in a report on Monday, December 15th. Three equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, South Bow has an average rating of “Hold” and an average price target of $30.57.

South Bow Stock Performance

NYSE SOBO opened at $33.86 on Tuesday. The company has a quick ratio of 1.43, a current ratio of 1.50 and a debt-to-equity ratio of 2.13. South Bow has a twelve month low of $21.16 and a twelve month high of $34.46. The business has a 50-day moving average price of $30.53 and a 200-day moving average price of $28.43. The firm has a market cap of $7.05 billion, a price-to-earnings ratio of 16.28 and a beta of 0.29.

Hedge Funds Weigh In On South Bow

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in SOBO. City Holding Co. increased its stake in South Bow by 277.4% in the 4th quarter. City Holding Co. now owns 1,000 shares of the company’s stock worth $27,000 after acquiring an additional 735 shares during the last quarter. EverSource Wealth Advisors LLC boosted its position in shares of South Bow by 157.3% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 1,055 shares of the company’s stock valued at $30,000 after acquiring an additional 645 shares during the last quarter. IFP Advisors Inc grew its holdings in shares of South Bow by 780.3% in the third quarter. IFP Advisors Inc now owns 1,206 shares of the company’s stock valued at $34,000 after purchasing an additional 1,069 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its holdings in shares of South Bow by 1,993.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,340 shares of the company’s stock valued at $35,000 after purchasing an additional 1,276 shares in the last quarter. Finally, Flagship Harbor Advisors LLC bought a new stake in South Bow in the fourth quarter worth $39,000.

South Bow Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 5.9%. The ex-dividend date is Tuesday, March 31st. South Bow’s payout ratio is currently 96.15%.

South Bow News Summary

Here are the key news stories impacting South Bow this week:

• Positive Sentiment: US Capital Advisors projects South Bow will earn $1.98/share in FY2028, a materially higher longer‑term outlook that suggests stronger earnings power beyond 2026 and may support upside for the stock. MarketBeat SOBO
• Positive Sentiment: The analyst also published Q1 2027 ($0.45) and Q2 2027 ($0.46) EPS forecasts, indicating expected recovery/acceleration into 2027 compared with 2026 pacing. This forward guidance can be seen as a vote of confidence in earnings momentum next year. MarketBeat SOBO
• Neutral Sentiment: US Capital Advisors released a comprehensive set of estimates (quarterly and yearly through FY2028), increasing analyst coverage detail for investors to model multiple scenarios. More granular estimates help markets re‑price risk but are informational until company results confirm trends. MarketBeat SOBO
• Negative Sentiment: The firm cut its FY2026 EPS forecast to $1.62 from $1.69, a downward revision that reduces near‑term earnings expectations and could pressure the stock if other analysts follow suit. MarketBeat SOBO
• Negative Sentiment: Quarterly 2026 estimates were trimmed across the board: Q1 to $0.38 (from $0.41), Q2 to $0.40 (from $0.42), Q3 to $0.41 (from $0.43) and Q4 to $0.43 (from $0.44). These downgrades point to softer near‑term profitability and could weigh on sentiment until results stabilize. MarketBeat SOBO

About South Bow

South Bow Corp is a strategic liquids pipeline company. It is a new liquids-focused midstream infrastructure company. South Bow Corp is based in Canada.